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James Piotrowski

Advisor at LPL Enterprise

Updated today

Location

Sarver, PA 16055

Credentials

Series 63, Series 65

Industry experience

34 years

About

James Piotrowski is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has 33 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Piotrowski also serves as an advisor and agent for Liberty Mutual in property and casualty insurance-related activities. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, operating both as an investment adviser and broker-dealer with affiliated insurance services.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

820 South Pike Road, Suite 100

Sarver, PA 16055

Most active in

Pennsylvania

Work history

LPL Enterprise

2024 - Present (2 years)

Prudential Insurance Company of America

1992 - Present (34 years)

Pruco Securities, LLC.

1992 - 2024 (32 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Sarver, PA

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Wealth management Tax-loss harvesting Charitable giving & philanthropy
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Wealth management Tax-loss harvesting Charitable giving & philanthropy
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Collin R

CFP®, CFA®, Series 63, Series 65

Butler, PA

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Wealth management Tax-loss harvesting Charitable giving & philanthropy
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